Uniontown, OH Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,114

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.

Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.

What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.

Based on LPL Enterprise

Expertise

General retirement planning Tax-loss harvesting

Based on LPL Enterprise

Occupation focus

Self-Employed Founder/Business Owner

Based on LPL Enterprise

Location

1565 Corporate Woods Pkwy, Suite 103

Uniontown OH 44685

Advisors at this office

6

Advisors at this office

user avatar

James B

Series 63, Series 65

Uniontown, OH

LPL Enterprise

James Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2016 to 2024 and has held a role with Prudential Insurance Company of America since 2016. Outside of his advisory work, Boykin is involved as a sports and fitness coach in Uniontown, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Rachael C

Series 66

Uniontown, OH

LPL Enterprise

Rachael Chandler Head is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and State Farm VP Management Corp., as well as operating her own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering services through advisory and brokerage channels with access to model portfolios, third-party management, and a range of financial products, including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Michael O

Series 63, Series 66

Uniontown, OH

LPL Enterprise

Michael Odonnell is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a Notary Public in North Canton, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products, operating on an integrated platform that combines advisory programs with active sales of financial products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Andrew S

Series 66

Uniontown, OH

LPL Enterprise

Andrew Shrock is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Timothy S

Series 63, Series 65

Uniontown, OH

LPL Enterprise

Timothy Stephan is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked since 2005 at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. In addition to his advisory role, he is involved in real estate through a co-owned office property. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, brokerage products, and access to model portfolios and third-party asset management services. The firm’s integrated platform combines advisory programs with insurance and lending products through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Andrew W

Series 63, Series 65

Uniontown, OH

LPL Enterprise

Andrew Wright is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wright serves on the board of a charitable organization, Rayl Charitable Organization, outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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